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When you are ready to take the next step toward your financial well-being.

Wealth Management Services Clear 1 Portfolio Individual Retirement Accounts (IRAs) TruStage Insurance Loan Protection AD&D Insurance

Experience and knowledge that you can trust.

Our CFS* advisors look forward to building a long-term relationship with you.

Whether you are just starting out and need help with the basics or are more established and seeking to rebalance your portfolio, start here.

Complete this short form, and one of our CFS advisors will get back to you to set up a complimentary, no-obligation consultation. Please note: Do not send any personal or sensitive account information through this form.

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VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join! 

 

 

Check in on your portfolio

View your stocks, mutual funds, retirement accounts, and other investments in one location.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.